Citigroup Global Markets Inc
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About this Advisor
Philip Sharkey is a financial advisor based in New York, New York. Currently a registered investment advisor with Citigroup Global Markets Inc, they have accrued 10 years of practice in the financial advisory industry. Sharkey maintains a Series 63 license, certifying the advisor as a securities representative. Sharkey is able to operate based out of New Jersey. Their career trajectory has included roles at Guggenheim Securities, LLC and Citigroup Global Markets Inc. Citigroup Global Markets Inc is based out of New York, New York, and operates out of 631 other offices in the nation. As a firm, Citigroup Global Markets Inc manages $31 billion in assets across 43,518 accounts and retains more than 8,126 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 20,508 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Citigroup Global Markets Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Philip Sharkey Work History
Philip has 10 years of experience.
Citigroup Global Markets Inc
Guggenheim Securities, LLC
Philip Sharkey has no disclosures.
Please visit their SEC profile for more details.